Graphite News

  • Could biographite help stabilize the clean energy supply chain?

    Critical minerals are essential for transitioning to clean energy and transportation. As industries rapidly electrify, the demand for minerals like graphite is projected to grow exponentially, with a global supply deficit of 777,000 tonnes forecasted by 2030, worsening by 2040. Graphite, making up more than 40% of an electric vehicle… Read ⇢

  • Molten Industries secures $25M Series A to innovate clean graphite and hydrogen production

    Molten Industries, an Oakland-based startup, has raised $25 million in Series A funding to develop its technology for producing clean graphite and hydrogen. This funding will be used to build their first commercial reactor, which transforms natural gas into partly graphite for batteries and steel manufacturing, and partly hydrogen. Molten’s… Read ⇢

  • China maintains dominance with low-cost battery production

    China’s dominance in the battery market, particularly in producing low-cost lithium iron phosphate (LFP) batteries, continues to shape the global EV landscape. According to BloombergNEF’s 2024 outlook (https://about.bnef.com/electric-vehicle-outlook/), Chinese manufacturers produce these batteries are more than 40% cheaper than their Western counterparts, thanks to efficient large-scale production and robust supply… Read ⇢

    China maintains dominance with low-cost battery production

  • Can the EU step up to support its graphite producers?

    Europe’s new synthetic graphite industry is facing serious challenges. China’s large production capacity and new US laws that protect their own industries are making it hard for European companies to compete. Burkhard Straube, CEO of Vianode, a Norwegian company, says that the EU’s Critical Raw Materials Act (CRMA) is not… Read ⇢

  • U.S. Imposes 25% Tariff on Graphite: A Bold Move to Forge Western Supply Chain

    In the midst of rising trade tensions between the U.S. and China, graphite—an essential component in electric vehicle (EV) batteries—has taken center stage. The U.S. has imposed a 25% tariff on both natural and synthetic graphite anodes from China. This bold move is aimed at kickstarting the development of a… Read ⇢

    U.S. Imposes 25% Tariff on Graphite: A Bold Move to Forge Western Supply Chain

  • Graphite prices set to surge as deficits loom with rising EV demand

    2023 was a tough year for everyone involved in electric vehicle (EV) materials, and graphite was no different. We saw a significant shift in the demand and pricing of graphite due to changing market dynamics. Here’s a recap of last year’s key trends and what we might expect as we… Read ⇢

    Graphite prices set to surge as deficits loom with rising EV demand

  • US Treasury extends deadline for EV battery minerals, preserving $7,500 tax credit eligibility

    The US Treasury Department has granted automakers more time, until 2027, to adapt to new rules that limit the use of certain minerals from China, including graphite, in electric vehicle (EV) batteries. This decision allows car manufacturers to continue using these minerals in battery anodes, binders, and additives without losing… Read ⇢